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Girard Partners’s iShares US Financial Services ETF IYG Stock Holding History

Girard Partners’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,192
Closed -$231K – 237
2018
Q4 		$231K Buy
6,192
+4,482
+262% +$185K 0.05% 215
2018
Q3 		$75K Buy
+1,710
New +$77.4K 0.01% 389

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Girard Partners's IYG Position: Q1 2019 in Review

Girard Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 6,192 shares — an estimated $231K sold.

Girard Partners first reported a position in IYG in Q3 2018 and held it in 2 quarters. The position peaked at $231K in Q4 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

  • Girard Partners reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
  • Girard Partners sold 6,192 iShares US Financial Services ETF shares in Q1 2019, an estimated $231K.
  • Girard Partners first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 2 quarters.
  • Girard Partners's iShares US Financial Services ETF position peaked at $231K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on Girard Partners's 13F filing for Q1 2019, filed 8 May 2019.